Herold Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-801
Closed -$61.6K 521
2022
Q1
$61.6K Buy
+801
New +$61.6K 0.02% 346
2021
Q4
Sell
-800
Closed -$65K 509
2021
Q3
$65K Buy
+800
New +$65K 0.03% 336